PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
27.3%
Top 10 weight
57.5%
Voting Authority Distribution
Total shares with voting rights: 7.39M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.39M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 614.85K | SH | $47.45M 9.34% | 0.00 | 0.00 | 614.85K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 887.37K | SH | $47.23M 9.29% | 0.00 | 0.00 | 887.37K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 902.93K | SH | $44.18M 8.69% | 0.00 | 0.00 | 902.93K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 68.20K | SH | $40.75M 8.02% | 0.00 | 0.00 | 68.20K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 800.22K | SH | $24.63M 4.85% | 0.00 | 0.00 | 800.22K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 772.02K | SH | $19.79M 3.90% | 0.00 | 0.00 | 772.02K |
ISHARES TRSOLE | GLOBAL ENERG ETF | 316.53K | SH | $18.24M 3.59% | 0.00 | 0.00 | 316.53K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 335.87K | SH | $17.07M 3.36% | 0.00 | 0.00 | 335.87K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 206.65K | SH | $16.65M 3.28% | 0.00 | 0.00 | 206.65K |
ISHARES TRSOLE | CORE S&P US VLU | 159.59K | SH | $16.32M 3.21% | 0.00 | 0.00 | 159.59K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 138.63K | SH | $15.31M 3.01% | 0.00 | 0.00 | 138.63K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 380.29K | SH | $14.15M 2.78% | 0.00 | 0.00 | 380.29K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 34.58K | SH | $13.26M 2.61% | 0.00 | 0.00 | 34.58K |
ISHARES GOLD TRSOLE | ISHARES NEW | 129.08K | SH | $11.38M 2.24% | 0.00 | 0.00 | 129.08K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 74.21K | SH | $10.88M 2.14% | 0.00 | 0.00 | 74.21K |
NVIDIA CORPORATIONSOLE | COM | 53.18K | SH | $9.27M 1.83% | 0.00 | 0.00 | 53.18K |
AMERICAN EXPRESS COSOLE | COM | 30.58K | SH | $9.25M 1.82% | 0.00 | 0.00 | 30.58K |
APPLE INCSOLE | COM | 33.90K | SH | $8.60M 1.69% | 0.00 | 0.00 | 33.90K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 100.50K | SH | $8.32M 1.64% | 0.00 | 0.00 | 100.50K |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.48K | SH | $8.02M 1.58% | 0.00 | 0.00 | 9.48K |
ISHARES TRSOLE | S&P MC 400VL ETF | 56.77K | SH | $7.52M 1.48% | 0.00 | 0.00 | 56.77K |
EXXON MOBIL CORPSOLE | COM | 43.87K | SH | $7.44M 1.46% | 0.00 | 0.00 | 43.87K |
ALPHABET INCSOLE | CAP STK CL A | 21.22K | SH | $6.10M 1.20% | 0.00 | 0.00 | 21.22K |
CONSTELLATION ENERGY CORPSOLE | COM | 19.73K | SH | $5.51M 1.08% | 0.00 | 0.00 | 19.73K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P SMLCP MOMENT | 69.14K | SH | $5.26M 1.03% | 0.00 | 0.00 | 69.14K |